Retirement Planning

I understand how much we all disdain planning for our inevitable demise. As a Certified Financial Planning professional for over 25 years, I truly get it—I, too, find estate planning a necessary but unpleasant endeavor. However, only you can decide […]

David Blanchett and Michael Finke penned a June 2024 research paper for the Retirement Income Institute that shared insight into why retirees with a guaranteed income spend more. They deem guaranteed retirement income a “license to spend.” The study’s results […]

Utter the word ANNUITY and watch facial expressions. They range from fear to disgust to confusion. But hear me out: Annuities are not your enemy. Billionaire money manager and financial pitchman Ken Fisher appears as a haunting senior version of Eddie […]

Achieving financial independence and early retirement is a goal for many, but it requires strategic planning, disciplined saving, and careful investing. The idea of retiring early—whether in your 50s, 40s, or even 30s—means building a solid financial foundation that allows […]

Building a secure retirement requires a reliable stream of income that can support your lifestyle without depleting your savings too quickly. A dividend investing strategy offers a way to generate passive income in retirement, providing consistent cash flow while preserving […]

Planning for retirement requires careful preparation and smart financial decisions. However, many retirees make critical errors that can drain their savings, reduce their income, and leave them financially vulnerable. Avoiding financial pitfalls is essential to ensuring a comfortable and stress-free […]

Planning for retirement requires more than just saving money—it involves setting clear goals, estimating future expenses, and diversifying income sources to ensure long-term retirement security. A bulletproof retirement plan accounts for market fluctuations, inflation, and longevity risks while maintaining flexibility […]

Learn about required minimum distributions and how to manage RMD tax implications. Discover strategies to minimize taxes and optimize your retirement income.

Discover the benefits of financial advisors for personalized retirement planning strategies. Learn how retirement planning assistance supports your goals.